See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
YUNG GERIS GROUP1 year Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $7,406 |
MERISTEM LLP1 year Filed as: MERISTEM CRESSET Service code 26 701 CARLSON PARKWAY, SUITE 1400 · MINNETONKA, MN 55305 | Advisory (Participants) | $5,368 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,040 | $84,487-26.6% | $125,339-50.5% | $66,914-7.3% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.5pp | 69.8%+14.1pp |
| Annual return | -16.38% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,523 | $3,553-29.0% | $4,814-47.6% | $2,544-0.8% |
| Participant deferral / active EE | $5,287 | $6,781-22.0% | $7,446-29.0% | $4,237+24.8% |
| Admin fee / account holder | $73 | $685-89.4% | $10,010-99.3% | $593-87.8% |